Member Advocate

About the role

As part of the Bridgeport Village branch team, the Member Advocate will initiate sales, process routine transactions, open new accounts, and take loan applications to ensure unparalleled service—the kind that creates the Unitus difference.

Responsibilities

• Work with members in-person to leverage excellent consultation and sales skills to proactively assist new and existing members to open new accounts, apply for loans, and learn about and be referred to other lines of business.
• Perform all types of monetary/non-monetary transactions using knowledge of fraud prevention, excellence in service, and accuracy in transactions processed.
• Continuously develop knowledge of credit union products and services, as well as the internal computer systems used to manage member accounts.
• Collaborate with other staff in branches or departments to research and resolve questions or concerns.
• Exceed sales and service goals designed with a member focus.

Requirements

• High School diploma or equivalent certificate.
• Minimum of one year of work experience in a fast-paced customer service role that includes assisting customers in person or by telephone.
• Strong communication and interpersonal skills and experience in using technology to accomplish work.
• Experience in a credit union or bank aiding with financial services products and using cross-selling skills is helpful.
• Ability to be certified through NMLS and as a Notary Public in Oregon/Washington.
• Experience with cash handling preferred.
• Spanish-speaking skills required.

Benefits

• Medical, Dental, and Vision coverage.
• Flexible Spending Accounts and HSA.
• Employees accrue up to 20 days of Paid Time Off (PTO) during their first twelve months of employment.
• Unitus recognizes 12 paid holidays per year.
• 401(k) Retirement Savings.
• Annual Incentives (eligibility dependent).
• Employee Assistance Plan.
• Tuition Reimbursement.
• Student Loan Debt Repayment.
• Transit and Parking benefits.
• Paid Volunteer Time Off.

Unitus is a people-focused organization that places an emphasis on culture. We are local, successful, and committed to continuously improving and growing.